Faith Driven Investors

Eagle Venture

Eagle Venture FUnd

Firm Headquarters: Dallas, Texas & Zurich, Switzerland

Date Founded: 2017

www.eagleventurefund.com

This Page was Updated December 2019

Investment Approach

INVESTMENT THESIS

Eagle invests in Seed and Series A companies who need value’s aligned capital to reach their goals.  We believe values-driven businesses out-perform, and we target above-market-rate returns with significant social and spiritual impact. 

INVESTMENT OVERVIEW

Early-stage SaaS and FinTech companies that are located near Texas and Switzerland.  Our first fund, “Eagle Venture Fund, LP” is closed to new investors. We are currently raising capital for special purpose vehicles to co-invest in our portfolio of 12 companies and preparing for fund two.

Investments to Date: 10-25

Focused Geographic Regions of Investment: 

  • Is all of your activity in the US? No

  • What countries outside of the US are you active in? Switzerland, Germany and the United Kingdom

Focused Industries of Investment:

  • Data, Software and Technology

  • Healthcare

  • Energy

Investment Example:

  • World Wide Generation is a blockchain-enabled SaaS platform that is bringing an unprecedented level of transparency to Wall Street.  World Wide Generation’s vision is to catalyze a generation to believe in and achieve the UN’s Sustainable Development Goals.  The company landed more than 20 FTSE 500 companies as clients since we invested, increasing the value of our investment by 50% in six months. 

Company Differentiator:

  • Experience: The Eagle general partners bring the experience of 60+ mergers and acquisitions, founding or co-founding 50+ companies, and 100+ seed and PE investments. 

  • Process: Our due diligence process is rigorous, quantifiable, and repeatable.  Two of our three-stages of due diligence are codified into SaaS companies. (Step 1) Opportunity IQ measures early-stage companies based on 50 criteria that make a startup more or less likely to succeed.  (Step 2) We use Startup Financial Model to verify or rebuild every startup’s financial model and calculate capital needs, cash flow cycles, break-even point, key opportunities, and evaluate scaling models.  (Step 3) We evaluate management teams and their impact on each stakeholder in their business using Likert-Scale scoring.  

Previous or Active Portfolio Companies:

Capital Raise Strategy

Total Assets Under Management: $3 Million

% of Capital from Top 3 Investors: More than 50%

Financial Reporting Frequency to Investors: Quarterly statements and annual valuations

Average Investment: $250,000

Minimum Amount: $100,000

Setup to accept charitable capital through the National Christian Foundation or other listing platforms? No, but willing to be set up.

Leadership Team

  • Cumulative Leadership Experience in Accredited Investing: 50+Years

Wade Meyers | Co-FoundeR & General Partner

Wade has founded or co-founded, invested in, and been a director of over 35 companies and has completed over 100 financing and M&A transactions as part of his business building strategy. He started selling door-to-door as a boy and worked full time most of his high school and college years at many jobs and at-risk ventures to put himself through school. His startup and business building focus has been on software and IT-enabled services companies that have high gross margins, recurring revenue, and repeatable and scalable offerings. His startups have included a firm that grew into a global IT services company that was capitalized with $75m in venture capital prior to selling to a public company and an Inc. 5000 nationwide tech-enabled real estate services company that has grown into the fifth largest firm among several thousand competitors in its industry.

Raffaele Carmine | Co-Founder & General Partner

Raffaele is a serial entrepreneur with a focus on FinTech and the dynamics of the Interest/Forex/Credit/Stock markets.  Raffaele was the youngest director in history at a large European bank, where he was responsible for the expansion of the proprietary trading, market making, sales and new issues of international bonds. Raffaele received his post graduate program in Finance at the IFZ School in Zug and has earned the international Financial Analyst CIIA qualification.  Raffaele has started more than a dozen companies since his bank career.  

Wes Lyons – Co Founder & General PartneR

Wes is an entrepreneur, investor, Certified Financial Planner(R), Certified Kingdom Advisor(R), and Veteran.  Wes is experienced in faith-based investments in both the public and private markets.  Wes was a general partner for a multi-strategy private equity fund from 2015-2019 where he co-lead 29 private investments.  In the public markets, Wes developed high-impact public market portfolios for DC-area Registered Investment Advisor, and launch Faith-Based Portfolios to help advisors launch faith-based portfolios.  Wes runs a consulting firm for startups focused on financial modeling and strategy, and he is primary for operations of Eagle Venture Fund.  

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Raimund Buhr | Co-Founder & General Partner

Rai is a Business Professional with global experience in a wide range of technologies.  Rai maximizes the effective use of technology in Sales, Marketing, General Management and Business Consulting and Project Management. Rai has a record of building strong, successful relationships with prime influencers, senior executives and business partners across a range of companies and industries.  His sound professional judgement allied to a strong entrepreneurial flair has resulted in delivery of results and high commercial awareness. Rai’s multi-linguistic skills and cultural awareness enables effective business interaction internationally. 

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Team and CULTURE

While not complete, one of the things investors have found helpful in the past is seeing how employees, customers have reviewed someone online. As of the date of completing this out …

  • Glass Door Rating: Not available

  • Facebook Review Rating: Not available

Spiritual Integration and Impact:

Faith Driven Investing can span a wide range from high yield to concessionary returns that have a higher level of spiritual integration. Having clear expectations of this philosophy is key for the movement. Each investment is unique and you might want to select multiples but if you had to choose one quadrant that best fits your groups spiritual integration and financial performance targets … What would it be?

Our target is the top right.  We are pursuing above-market rate returns via diversified exposure to highly scalable opportunities that positively impact the world. 

Describe the Spiritual Integration Activities of the Fund:

  • We partner with entrepreneurs who are transforming dark marketplaces, and we do everything we can to help them, from capital needs to consulting, networking, board leadership, praying together, and encouraging them through thick and thin.

Is Impact and Spiritual Integration Tracked?

  • We do not currently measure our impact or spiritual integration in a scalable way, but we are working hard to figure out how to solve this problem

Are you partnered with any other organizations?

A lot of Investing Conversations look at Social Impact related to the United Nations Sustainable Development Goals. Is there one of these that most resonates with your organization?

  • #4 (Health) is where we have the most impact

  • #7(Clean Energy)

  • #17 (Partnership for the goals). 

If you’re wildly successful how will the world be different?

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“ If we are wildly successful, our financial success combined with high impact will catalyze faith-based investors to take faith-driven investing to the next level. ”

WHY The FAITH DRIVEN INVESTOR?

  • Why are you compelled to be certified and a part of the Faith Driven Investor Group? We believe in the faith-driven investor movement, and we deeply believe that a rising tide lifts all boats.  We hope to see the FDI industry gain credibility, and we hope to connect with entrepreneurs and investors.

  • Does the leadership align with the Unifying Principles on Faith Driven Investor and agree to the Code of Conduct? Yes

  • Who nominated you to be listed on the FDI site? Henry Kaestner, Sovereigns Capital

AFFILIATIONS- Are you a part of any third party groups, affiliations that you would like to list here?

  • Wes Lyons is a member of Kingdom Advisors. 

Learn More

  • Key Contact Name: Wes Lyons

  • Phone: 443 203 8014

  • Email: wes.lyons@eagleventurefund.com

  • Mailing Address: 550 Reserve Street, Suite 280, Southlake, TX 76092

  • LinkedIn: www.linkedin.com/company/eagle-venture-fund

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